RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.48B
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.53B
AUM Growth
+$1.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$178M
2
+$111M
3
+$91.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$74.6M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$64.6M

Top Sells

1
+$3.96M
2
+$3.16M
3
+$2.84M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.73M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.59M

Sector Composition

1 Technology 12.23%
2 Financials 8.2%
3 Consumer Discretionary 4.64%
4 Industrials 4.4%
5 Healthcare 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$292K 0.01%
+1,004
802
$292K 0.01%
+1,610
803
$292K 0.01%
+7,638
804
$290K 0.01%
5,241
-7,764
805
$289K 0.01%
55,829
+10,724
806
$289K 0.01%
5,761
-4,328
807
$288K 0.01%
+18,181
808
$288K 0.01%
2,909
+2
809
$287K 0.01%
9,980
-46,105
810
$287K 0.01%
+916
811
$287K 0.01%
14,591
-8,728
812
$286K 0.01%
1,355
-654
813
$285K 0.01%
7,730
-1,071
814
$284K 0.01%
+4,109
815
$282K 0.01%
+49,000
816
$282K 0.01%
4,377
-13,512
817
$281K 0.01%
2,118
-396
818
$281K 0.01%
+627
819
$280K 0.01%
5,142
+172
820
$279K 0.01%
19,939
+17
821
$277K 0.01%
15,100
822
$275K 0.01%
1,018
-95
823
$273K 0.01%
6,878
+96
824
$272K 0.01%
3,083
-7,130
825
$271K 0.01%
+1,800
31 32
33
34 35